Annuity Audit FAQs

You can either enter a few basic details into our calculator or upload your most recent annuity statement. The statement gives us the clearest picture of your annuity's fees, benefits, and income options, so we can deliver the most accurate comparison.

No. You can start on your own, privately, using our calculator or uploading your annuity details. If you want help reviewing your results or understanding next steps, an advisor is available with no pressure or obligation.

Not at all. A review is simply informational. Nothing about your contract changes unless you choose to take action.

Our comparison is based on the specific details of your annuity and today's available options. The more complete your information is, especially your statement, the more precise and useful your results will be.

We compare your annuity against a wide range of highly-rated insurance carriers and current products. The goal isn't to push a specific company. It's to identify whether there's a meaningful improvement available based on your income goals and retirement timeline.

Yes. Your annuity audit and comparison are completely free, with no obligation to switch or move forward.